Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs HDFC ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.43 | 1.7 |
NAV | ₹28.91 | ₹1449.39 |
Fund Started | 27 Sep 2016 | 18 Dec 1995 |
Fund Size | ₹36.06 Cr | ₹17241.17 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.43
1.7
NAV
₹28.91
₹1449.39
Fund Started
27 Sep 2016
18 Dec 1995
Fund Size
₹36.06 Cr
₹17241.17 Cr
Exit Load
-
-
1 Year | 1.50% | 9.42% |
3 Year | 20.43% | 21.14% |
5 Year | 26.18% | 21.85% |
1 Year
1.50%
9.42%
3 Year
20.43%
21.14%
5 Year
26.18%
21.85%
Equity | 95.24% | 94.80% |
Cash | 4.76% | 4.90% |
Equity
95.24%
94.80%
Cash
4.76%
4.90%
Top 10 Holdings |
|
|
Top 10 Holdings
Safari Industries (India) Ltd. | 6.62% |
Aster DM Healthcare Ltd. | 6.26% |
Angel One Ltd. | 4.73% |
Ujjivan Small Finance Bank Ltd. | 4.38% |
Affle 3I Ltd. | 4.17% |
CSB Bank Ltd. | 4.17% |
KSB Ltd. | 3.44% |
Sapphire Foods India Ltd. | 3.35% |
Equitas Small Finance Bank Ltd. | 3.33% |
Greenpanel Industries Ltd. | 3.25% |
HDFC Bank Ltd. | 9.70% |
Axis Bank Ltd. | 8.91% |
ICICI Bank Ltd. | 8.86% |
SBI Life Insurance Company Ltd. | 5.13% |
Maruti Suzuki India Ltd. | 5.07% |
Cipla Ltd. | 4.80% |
Kotak Mahindra Bank Ltd. | 4.31% |
Bharti Airtel Ltd. | 4.14% |
State Bank of India | 3.97% |
HCL Technologies Ltd. | 3.16% |
Name | - | - |
Start Date | - | - |
Name
-
-
Start Date
-
-
Description | The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. | The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. |
Launch Date | 27 Sep 2016 | 18 Dec 1995 |
Description
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
27 Sep 2016
18 Dec 1995